Mission Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
981
-90
| -8% | -$45.1K | 0.01% | 457 |
|
|
2025
Q1 | $499K | Sell |
1,071
-106
| -9% | -$49.4K | 0.01% | 423 |
|
|
2024
Q4 | $557K | Sell |
1,177
-328
| -22% | -$155K | 0.01% | 387 |
|
|
2024
Q3 | $714K | Sell |
1,505
-132
| -8% | -$62.6K | 0.02% | 342 |
|
|
2024
Q2 | $689K | Buy |
1,637
+218
| +15% | +$91.7K | 0.02% | 327 |
|
|
2024
Q1 | $558K | Buy |
1,419
+62
| +5% | +$24.4K | 0.01% | 389 |
|
|
2023
Q4 | $530K | Buy |
1,357
+18
| +1% | +$7.03K | 0.02% | 347 |
|
|
2023
Q3 | $423K | Sell |
1,339
-755
| -36% | -$239K | 0.02% | 361 |
|
|
2023
Q2 | $728K | Sell |
2,094
-309
| -13% | -$107K | 0.03% | 270 |
|
|
2023
Q1 | $736K | Buy |
+2,403
| New | +$736K | 0.03% | 262 |
|
|
2021
Q2 | – | Sell |
-1,843
| Closed | -$550K | – | 483 |
|
|
2021
Q1 | $550K | Buy |
1,843
+2
| +0.1% | +$597 | 0.03% | 243 |
|
|
2020
Q4 | $534K | Hold |
1,841
| – | – | 0.03% | 227 |
|
|
2020
Q3 | $534K | Buy |
1,841
+4
| +0.2% | +$1.16K | 0.04% | 193 |
|
|
2020
Q2 | $505K | Buy |
+1,837
| New | +$505K | 0.04% | 184 |
|
|
2020
Q1 | – | Sell |
-1,852
| Closed | -$440K | – | 332 |
|
|
2019
Q4 | $440K | Hold |
1,852
| – | – | 0.04% | 196 |
|
|
2019
Q3 | $379K | Hold |
1,852
| – | – | 0.04% | 194 |
|
|
2019
Q2 | $362K | Hold |
1,852
| – | – | 0.04% | 207 |
|
|
2019
Q1 | $335K | Hold |
1,852
| – | – | 0.04% | 212 |
|
|
2018
Q4 | $259K | Hold |
1,852
| – | – | 0.03% | 210 |
|
|
2018
Q3 | $310K | Hold |
1,852
| – | – | 0.04% | 206 |
|
|
2018
Q2 | $316K | Buy |
1,852
+7
| +0.4% | +$1.19K | 0.05% | 185 |
|
|
2018
Q1 | $298K | Hold |
1,845
| – | – | 0.05% | 161 |
|
|
2017
Q4 | $272K | Buy |
+1,845
| New | +$272K | 0.05% | 164 |
|